Client Tax Specialist IV

If you're passionate, curious and ready to make an impact, we're looking for you to help us grow our businesses for the future.

As a Client Tax Specialist IV within the Securities Services Operations team, you will conduct manual audits of tax forms to ensure accuracy before they are sent to customers and the IRS. You will have the opportunity to work on audit correction cases, validate audit findings, and collaborate with domestic partners for annual procedures recertification. This role allows you to utilize your analytical skills, attention to detail, and ability to manage multiple tasks independently.

Job Responsibilities:

• Conducts and manually audit reviews the applicable tax forms created by the line of business to ensure accuracy of the report that are sent to the customer and Internal Revenue Service (IRS).
• Performs audit on correction cases and remediation files.
• Validate all audit findings have been communicated to the line of business and corrected timely.
• Work with domestic partners for annual procedures recertification.
• Validate procedures effectiveness and timeliness and make suggestions as deems fit for efficient audit review. Communicate and document with partners with regards to failed audit root cause citations.
• Manage workload assignments and complete audits within SLA.
• Participate/Lead/ Recommend a business process improvement project.

Required qualifications, capabilities and skills:

• Proficient in Microsoft Office
• With high degree of analytical ability and problem-solving skills.
• Strong verbal and written communication skills with an ability to develop effective communication with our colleagues and management partners.
• Able to execute multiple tasks.
• Have a strong attention to detail and organizational skill.
• Able to work independently and meet deadlines.
• Able to effectively utilize technology to fixed issues and increase productivity.

Preferred qualifications, capabilities and skills:

• Strong knowledge of MSP, MBWS, and Customer Assist is preferred.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Client-provided location(s): Bonifacio Global City, Philippines

Job ID: JPMorgan-210656890

Employment Type: FULL_TIME

Posted: 2025-08-28T19:18:39